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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,158 | $47,163-29.7% | $149,696-77.8% | $74,460-55.5% |
| Participation rate | 30.3% | 63.4%-33.1pp | 78.8%-48.5pp | 70.7%-40.5pp |
| Annual return | 14.79% | 22.75%-8.0pp | 134.46%-119.7pp | 34.38%-19.6pp |
| Employer contribution / active EE | $449 | $1,907-76.4% | $4,821-90.7% | $2,638-83.0% |
| Participant deferral / active EE | $1,277 | $2,730-53.2% | $5,682-77.5% | $4,530-71.8% |
| Admin fee / account holder | $2 | $343-99.4% | $13,212-100.0% | $348-99.4% |